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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $8,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,731 | $61,166-43.2% | $185,849-81.3% | $79,391-56.3% |
| Participation rate | 54.6% | 66.6%-12.0pp | 81.7%-27.1pp | 70.7%-16.1pp |
| Annual return | 13.76% | 19.45%-5.7pp | 122.10%-108.3pp | 116.88%-103.1pp |
| Employer contribution / active EE | $1,628 | $2,321-29.9% | $5,169-68.5% | $2,428-32.9% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $55 | $710-92.2% | $16,244-99.7% | $627-91.2% |